Branch Office Profile
The Scottsdale Complex has been serving the desert communities for over 25 years. With six offices in Scottsdale, Kierland, Pinnacle Peak, Sun City, Flagstaff and Prescott, we are well positioned to serve the needs of clients throughout the state and beyond. Our vision is to be the standard by which all financial services firms are measured in these markets.
The increase in investment product complexity means that clients need more than information. Each of our offices is staffed with experienced wealth management professionals who have earned a multitude of professional designations. We foster a diverse and inclusive culture and work seamlessly together to support clients’ financial services needs. Our wealth management professionals get to know clients as individuals and can collaborate to identify strategies that complement their goals—from securing a retirement to leaving a lasting legacy.
Utilizing the vast resources and investment insights of Merrill Lynch and the banking strength of Bank of America helps us develop strategies for the various life scenarios clients may face. We have access to Bank of America and Merrill Lynch specialists from around the Firm, including colleagues from the global commercial bank who can deliver all of the bank’s capabilities as integrated solutions to commercial clients.
With a deep commitment to our communities we actively contribute to their social and environmental well-being. Our associates support a number of organizations and projects, including Scottsdale Leadership, Scottsdale Center for the Performing Arts, and Scottsdale Boys and Girls Club. We participate in various back to school programs and support our local first responders. We are also proud sponsors of the Drinkwater Leadership Award, a commitment that earned us the Corporate Sponsor of the Year award in 2011.
We are dedicated to providing an exceptional level of customer service. The client relationships we form are based on our broad experience and an unwavering commitment to putting their needs first.
Our Financial Advisors take a customized and holistic approach to addressing the needs of our clients by providing excellence in service and asset management, and utilizing the array of resources our enterprise has to offer. Whether you're interested in stocks, bonds and mutual funds, or more specialized services such as retirement, estate planning, and lending, we have the tools and products to help you achieve the life you desire to live and plan for the future.
We are fully committed to client dedication, personal service, a wealth management plan, suitable recommendations, full disclosure and the integrity of Merrill Lynch. Aligned with the focus of our founder, Charles E. Merrill, we take pride in and truly believe that "the interest of the client always comes first".